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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 869 | 1042 | 945 | 1063 | 1420 | 2521 |
Fund Return | -13.11% | 4.24% | -5.46% | 2.06% | 7.26% | 9.69% |
Place in category | 805 | 755 | 654 | 620 | 473 | 230 |
% in Category | 66 | 63 | 58 | 58 | 51 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.14B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity® SAI US LowVolatility Idx | - | 4.12 | - | - | |
JPMorgan Chase & Co | - | 2.59 | - | - | |
Bank of America Corp | - | 2.51 | - | - | |
Verizon Communications Inc | - | 2.35 | - | - | |
Pfizer Inc | - | 1.99 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Neutral |
Summary | Sell | Strong Sell | Neutral |
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